Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Featured Video

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Featured Presentation

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

• Articles

  Volunteering in Retirement

  For many, retirement includes contributing their time and talents to an organization in need.

  Caring for Aging Parents

  As our nation ages, many Americans are turning their attention to caring for aging parents.

  IRA Withdrawals that Escape the 10% Tax Penalty

  The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

  Your Changing Definition of Risk in Retirement

  A change in your mindset during retirement may drive changes to your portfolio.

  Traditional vs. Roth IRA

  One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

  Social Security: The 64,000 Dollar Question

  One of the most common questions people ask about Social Security is when they should start taking benefits.

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• Calculators

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or another qualified retirement plan.

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

  Roth 401(k) vs. Traditional 401(k)

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

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• Presentations

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

  Investment Strategies for Retirement

  Investment tools and strategies that can enable you to pursue your retirement goals.

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• Videos

  The Long Run: Women and Retirement

  For women, retirement strategy is a long race. It’s helpful to know the route.

  Should You Ever Retire?

  A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

  Rightsizing for Retirement

  What does your home really cost?

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

  Retiring the 4% Rule

  A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  RE: Retirement

  How does your ideal retirement differ from reality, and what can we do to better align the two?

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